(b)Lines Information and Insights for the 403(b) community / brought to you by PLANSPONSOR.
October 4th, 2019

Addressing the Desire to Work Past Age 65

While 75% of employers consider their companies to be “aging friendly,” only 54% of workers think their companies have adopted such policies. Read more >

Plan Sponsor Choice of Compensation Definition

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning 403(b) plans and regulations. Read more >

ARPs Aren’t Open MEPs, But They Should Still Be Popular

Starting today, association retirement plans can be offered by groups of employers in a city, county, state, or a multi-state metropolitan area, or in a particular industry nationwide. Read more >
ASK THE EXPERTS
Considerations to Guide Your Search for a Fiduciary Retirement Plan Adviser
Bruce Jensen, with Hub International, discusses considerations for plan sponsors when searching for a new retirement plan adviser. Read more >

2020 Awards Nominations Are Open

PLANSPONSOR has opened the nominating process for the annual PLANSPONSOR Plan Sponsor of the Year awards. As we have in the past years, PLANSPONSOR is soliciting your help in identifying qualified candidates for each award. If you work with or for, or know of, a great plan sponsor, please help us recognize the best in the business. The deadline for the Plan Sponsor of the Year awards nominations is November 8. Read more >

Can a 401(a) Plan Account be Rolled Into a 403(b) Plan?

“I recently left the employ of a public school system where I had a 401(a) account. I will now be teaching at a private school that offers a 403(b) plan. I am receiving conflicting advice about whether I can rollover tax free my 401(a) funds into my new employers 403(b) plan. Can the Experts help? Thanks!”
Read more >

Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com

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